StrongBox Wealth, now navigating its fifth year, is an independent wealth advisory firm born out of an ambition to transcend traditional financial advice models. It now stands as a testament to truly independent financial advice for high net worth individuals, professionals, entrepreneurs, business owners and executives, and institutions. We’ve charted a course that not only challenges the status quo but also serves the top priorities of our clients as our sole guiding motive. Our firm specializes in comprehensive wealth management which spans customized investment portfolio direction, risk mitigation, asset accumulation designs, retirement income planning, tax-efficient strategies, liquidity solutions, charitable planning, and multigenerational wealth transfer. StrongBox Wealth’s services combine sophisticated technology with an intimate understanding of market complexities and advanced planning solutions to create a truly unique client experience.
The story of StrongBox begins with Chuck Cooper and his start as a young investment advisor in 1993. The economic uncertainty at the time led him to a deep desire to become a trusted financial partner for clients, anchored by risk discernment applied within truly customized investment portfolios. As a genuine advocate should exemplify, his dedication to understanding client needs through active listening and objectively delivered advice incepted a culture that could be built upon to eventually set apart from traditional wealth management models.
Jon Garlow joined Chuck in 2010 to refine and enhance client deliverables grounded in portfolio risk alignment. The two advised clients in the aftermath of the financial crisis and created a practice designed around positioning customized investment portfolios through integrations with sophisticated, yet straightforward, goals based financial plans.
Leading up to 2019, Chuck and Jon determined that the best way to provide the most objective client experience was to launch a Registered Investment Advisor. StrongBox Wealth was then created as a place where clients can seek a secure, stable, and independently objective partner to pursue their financial goals.
After overcoming the early challenges of the global pandemic, StrongBox Wealth brought in its third Wealth Advisor, Andrew Beil, to accelerate the trajectory of growth that had been established. Andrew’s dedication to financial planning and retirement plan design, along with his competency in multigenerational wealth transfer solutions, was a great addition to an already experienced team.
An integral part of our team for more than twenty-five years is our Director of Operations, Kathy Postoak, who specializes and shines in client account administration and operation. Her dedication to fulfilling client service needs, executing the task at hand, and somehow knowing the answer to seemingly every operational protocol question is exemplary. Kathy is skillfully complemented by Amanda Robinson and Crystal Shultz who both contribute to our white glove concierge style client experience.
We believe that what sets StrongBox Wealth apart are its guiding principles. The firm’s commitment to simply being better challenges the very status quo of wealth management. Uncompromised solutions ensure the proper order of things. Being genuine is paramount; our transparency allows for your assets to be kept distinct from where we source our investment solutions. This separation empowers our independence, enabling us to always stand as your advocate, a duty bound fiduciary acting in your best interests. Efficiency is key; by being direct, StrongBox sidesteps bureaucratic red tape, forging a clear and independent relationship between advisor and client. Our team’s longstanding professional certifications are a testament to our competence. Our Wealth Advisors are CERTIFIED FINANCIAL PLANNERTM professionals or a Certified Private Wealth Advisor® and Accredited Investment Fiduciary®. We don’t merely aim to meet industry standards—we strive to surpass them. Our guidance remains straightforward and driven at its core through ongoing monitored financial plans built in partnership with our clients. Lastly, we are unapologetically confident about your financial future. Backed by first-rate technology resources and custodial relationships, our fiduciary-based approach is designed to craft and support your life’s big financial picture with conviction.
If there’s one thing we want our the investor community to remember, it’s this: always underpin your portfolio with a clearly defined financial plan and understand that aligning your underlying investment risk to that plan is essential for long term success.
Beyond the business, our team thrives in time spent with family, the excitement of world travel, and the fulfillment of supporting community groups. Chuck has been married to his wife Carrie for nearly twenty-five years. They are residents of Lee’s Summit and enjoy spending time at their lake home with their three children. Jon, also a Lee’s Summit resident, has been married to his wife Kelly for eight years and is father to three children. He finds great joy in coaching youth sports. Andrew has been married to his wife Ciara for eight years. They are residents of Overland Park and when not appreciating time with their two daughters enjoy exploring the Kansas City food scene and the golf course.
All members of StrongBox Wealth’s advisory team have shown dedication to furthering the benefit of the community, whether it be Chuck’s support as a long-time member of the Greater Kansas City Community Foundation’s Regional Advisory Council, Jon’s dedication to the Lee’s Summit Chamber of Commerce, or Andrew’s participation with local organizations such as the Unconventional Business Network.
Our influence isn’t confined to being shared solely with our immediate clientele. Chuck’s insights have reached numerous national financial publications, leading us to recent recognition as one of AdvisorHub’s “100 RIAs to Watch” and a noted top family-owned business in the Kansas City metro.
Join us at StrongBox Wealth, where we stand apart through an unwavering commitment to offer you a powerful combination of personalized, objective financial advice and comprehensive investment management, backed by access to industry-leading technology resources.
StrongBox Wealth, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where StrongBox Wealth, LLC and its representatives are properly licensed or exempt from licensure. This circular is solely for informational purposes. Nothing herein constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by StrongBox Wealth, LLC unless a client service agreement is in place.
